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About
Chad Goldberg is a Principal at Marshfield Associates, an investment advisory firm based in Washington, DC with approximately $1.9 billion in assets under management. As one of the three voting members of Marshfield’s research team, he plays a central role in investment decision-making and portfolio management, with responsibilities including equity research, valuation, and risk assessment.
Goldberg has extensive experience analyzing public equities, focusing on high-quality companies across various sectors; Marshfield is known for a concentrated, value-driven strategy that emphasizes long-term ownership of businesses with strong competitive advantages and resilient cash flows. His work spans industries such as consumer goods, financials, and healthcare, and he is active in the CFA Society of Washington, DC.
He joined Marshfield Associates in 2007 as a Research Analyst, advancing to Principal in 2012. Prior to his investment career, Goldberg worked at the Congressional Budget Office’s National Security Division, adding a background in policy analysis to his expertise. He holds a Bachelor of Arts in Public Policy from Stanford University, and is recognized for his thoughtful research process and ability to make disciplined decisions during market uncertainty.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Marshfield Associates | Principal | Jul 2012 to Present | — |
| Marshfield Associates | Research Analyst | Sep 2007 to Jul 2012 | — |
Education
Stanford University
Bachelor of Arts (B.A.), Public Policy
1999 — 2003
Skills & Expertise
Others at Marshfield Associates (7)
| Name | Role | Location |
|---|---|---|
| Principal | Washington, DC , United States | |
C Carolyn Miller | Principal | Arlington, VA , United States |
C Chris Niemczewski | Principal | Washington, DC , United States |
| Principal | Washington, DC , United States | |
| Principal | Washington, DC , United States | |
| Investment Research Team | United States | |
| Investment Research Team | United States |